5S Program Audit Scorecard Zone ______________
5 POINTS 4 POINTS
WORLD CLASS
Maintained for
3 months minimum
SORT
Every item in the area is
needed for regular work.
SORT SCORE No extraneous items are
found in any area location.
___________
Only the minimum standard
amounts of supplies are in
the area.
STRAIGHTEN
Area is very well organized
with ‘a place for everything
STRAIGHTEN and everything in its place’.
SCORE All regularly used items are
stored in designated
convenient locations.
___________ Excellent visual
controls are in evidence.
SHINE
Every item in the area is in
‘like new’ condition. The
SHINE SCORE area is thoroughly cleaned
on a regular basis and is
___________ kept in a spotless condition.
STANDARDIZE
(SCHEDULE) There is an up to date 5S
Zone map, duty list and
schedule posted and
STANDARD rigorously followed.
SCORE There is evidence that 5S
duties are done regularly. 5S
responsibilities are rotated
___________ consistently.
SUSTAIN
Clearly all levels of the
organization are dedicated to
SUSTAIN sustaining the 5S program.
SCORE There is a regular leadership
participation in Gemba
reviews. All areas are ‘audit
___________ ready’ at all times.
© 2009 Healthcare Performance Partners, LLC.
3 POINTS
EXCELLENT
Maintained for
2 months minimum
Minimum clutter in the area.
Few if any unneeded items
can be found in any storage
location in the area.
Less than 1 week of regularly
required supplies are in
the area.
Area is well organized. All
items have designated
locations and are stored
appropriately. All equipment
has designated storage spots,
chosen by need/usage.
Visual control use is broad.
Every item in the area is clean
and functional.
Floors are clean and waste
containers regularly emptied.
There is an up to date 5S Zone
map, duty list and schedule
posted and clearly followed.
There is evidence that 5S
duties are done on
a regular basis.
Top management supports
Zone leaders in their 5S
sustaining efforts including
participation in Gemba
reviews. Area is ‘audit
ready’ at some times
of the day.
Date __________
2 POINTS
GOOD
Maintained for
1 month minimum
Limited clutter in the area.
Only a few unneeded items
can be found in the area.
Required equipment is
available and in
‘ready to go’ condition.
1 week or more of regularly
required supplies are in
the area.
Area is well organized. Most
items have designated
locations and are stored
appropriately. Some
designated equipment
storage spots are labeled.
Many visual controls seen.
Area and contents inside are
mostly clean and functional.
Floor condition is relatively
clean and waste containers
only partially full.
There is an up to date 5S Zone
map, duty list and schedule
posted that may be followed.
There appears to be some
compliance with the 5S
schedule.
Adherence to the 5S effort is
not optional and is well
managed by Zone leaders.
Interest in sustaining is wide
spread in the organization.
1 POINT
MARGINAL
Some clutter is in area. A
small amount of excess items
can be found but no major
equipment items are missing
or out of place.
2 weeks or more of regularly
required supplies are in
the area.
Area is moderately organized.
Many critical items have
designated locations but some
may not. Designated storage
spots for equipment are not
labeled. Some visual controls
are seen.
The condition of the area and
the items inside is marginal.
Floor condition and waste
container status is
barely acceptable.
Although a 5S Zone map,
duty list and schedule exist;
they are not posted
for reference.
5S duties may be done but not
to a schedule.
Adherence to the 5S effort in
the entire organization is
evident but may be
random/uneven.
Interest in sustaining the 5S
effort is focused at the Zone
leadership level.
0 POINTS
POOR
Area is generally cluttered.
Quite a few unnecessary items
are found in the area including
items on shelves, on racks or
in cabinets.
3 or more weeks of regularly
required supplies are in
the area.
Area reflects an inadequate
level of organization. Many
items have no clearly
designated location. Critical
safety equipment is not
adequately designated.
A few visual controls
are used.
Area needs general cleaning.
Some items in the area have
not been cleaned recently.
Floor condition and waste
container status
needs attention.
There is no evidence that a 5S
Zone map, a daily/weekly
duty list and schedule exist.
There is some evidence that
informal 5S duties are done.
There is some evidence of
commitment in the
organization to sustaining 5S.
UNACCEPTABLE
Area is very cluttered. Many
items not required for regular
work are in the area including
excess supplies.
Emergency equipment or
exits may be blocked.
Area reflects a poor level of
organization with little or no
evidence of designated
locations for basic/needed
items. Safety hazards
may exist.
No visual controls used.
Area is very dirty. Possible
compliance issues with
existing regulations. Floor
condition and waste container
status is poor.
There is no evidence that any
housekeeping task list and/or
schedule exists.
There is no evidence of even
informal 5S being done.
There is clearly little or no
evidence of a commitment in
the organization to
sustaining 5S.